feat(quant-engine): v8.9 제안서 P0-P3 로드맵 채택 — 15개 의사결정 엔진 신규 구현

suggest/quant_investment_engine_v8_9_portfolio_optimizer_canonical_refactored.yaml의
implementation_todo_v8_9(P0~P4) 전체를 spec/tool/golden case 레벨로 구현.

- P0: PORTFOLIO_TRANSITION_UTILITY_V1, SELL_LOT_PARETO_SELECTOR_V1, FORECAST_SIMULATION_ENGINE_V1
- P1: SECTOR_EXPOSURE_GRAPH_V1/LEADER_LIFECYCLE_GATE_V1, EXECUTION_CAPACITY_LADDER_V1, MODEL_GOVERNANCE_KILL_SWITCH_V1
- P2: SCENARIO_SHOCK_MATRIX_V1, TRANSITION_SET_ENUMERATOR_V1, IMMUTABLE_DECISION_LEDGER_V1, EXECUTION_PLAN_COMPILER_V1
- P3: STATE_VECTOR_CONSTRUCTOR_V1, WALK_FORWARD_BOOTSTRAP_V1, TRANSITION_SET_ENUMERATOR_V1(MRC/CVaR 확장),
      REBALANCE_CADENCE_GATE_V1, WEEKLY_LEGACY_TRANSFER_PLAN_V1

기존 regime/cluster 연동 정책 수치(현금방어선, 반도체 cap)는 그대로 유지하고 신규 cap 필드만 추가.
spec/09_decision_flow.yaml과 runtime/active_artifact_manifest.yaml에 전 엔진 배선 완료.
governance/todo/v8_9_p{0,1,2,3}_adoption_plan.yaml에 각 단계 작업 추적 기록.

검증: validate_specs/validate_golden_coverage_100(100%)/validate_calibration_registry_v1/
validate_schema_model_generation_v1/validate_agents_shrink_v1 전부 PASS. golden test 53/53 PASS.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

tools/build_weekly_legacy_transfer_plan_v1.py

@@ -0,0 +1,56 @@
+#!/usr/bin/env python3
+"""WEEKLY_LEGACY_TRANSFER_PLAN_V1 — spec/formulas/domains/cash.yaml.
+
+A weekly legacy-stock-to-CMA transfer plan is a planning input, not deployable
+cash, until the deposit is actually confirmed. governance/todo/v8_9_p3_adoption_plan.yaml P3-E.
+"""
+from __future__ import annotations
+
+import argparse
+import json
+from pathlib import Path
+
+ROOT = Path(__file__).resolve().parents[1]
+DEFAULT_OUT = ROOT / "Temp" / "weekly_legacy_transfer_plan_v1.json"
+
+
+def evaluate_transfer_plan(
+    weekly_legacy_to_cma_transfer_plan_krw: float,
+    transfer_confirmed: bool | None,
+    transfer_confirmed_amount_krw: float | None,
+) -> dict:
+    confirmed = bool(transfer_confirmed)
+    if not confirmed:
+        return {
+            "deployable_cash_contribution_krw": 0.0,
+            "plan_status": "PLANNED_NOT_DEPLOYABLE",
+            "planned_amount_krw": weekly_legacy_to_cma_transfer_plan_krw,
+        }
+    amount = transfer_confirmed_amount_krw if transfer_confirmed_amount_krw is not None else 0.0
+    return {
+        "deployable_cash_contribution_krw": amount,
+        "plan_status": "CONFIRMED_DEPLOYABLE",
+        "planned_amount_krw": weekly_legacy_to_cma_transfer_plan_krw,
+    }
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--planned-amount", type=float, default=4000000.0)
+    ap.add_argument("--transfer-confirmed", action="store_true")
+    ap.add_argument("--confirmed-amount", type=float, default=None)
+    ap.add_argument("--out", default=str(DEFAULT_OUT))
+    args = ap.parse_args()
+
+    result = {
+        "formula_id": "WEEKLY_LEGACY_TRANSFER_PLAN_V1",
+        **evaluate_transfer_plan(args.planned_amount, args.transfer_confirmed, args.confirmed_amount),
+    }
+    out = Path(args.out)
+    out.write_text(json.dumps(result, ensure_ascii=False, indent=2), encoding="utf-8")
+    print(json.dumps(result, ensure_ascii=False, indent=2))
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())